R. Mark Smith is a financial advisor with IFG Advisory, LLC, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2014 and has operated R.M. Smith & Associates, Inc. since 2003. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs analytical investment approaches and a variety of instruments, using sub-advisors and third-party managers to tailor portfolios to client goals, and offers specialized real estate planning services alongside traditional financial solutions.

Curry Pajcic Jr. is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. He has previously worked with Brant Hickey, where he assists in creating structured annuities for personal injury clients, including minors and incompetent adults. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, employing a disciplined, long-term diversified asset allocation approach that integrates multiple investment analysis methods. The firm also offers fractional family office services and manages proprietary model portfolios with regular monitoring and rebalancing.

Gregory Patton is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He has worked at LPL Financial since 2018 and is also affiliated with IFG Advisory, LLC, where he provides investment advisory services through independent registered investment advisor firms. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, including model portfolios and third-party asset management, delivered through a large network of investment adviser representatives.

Jonathan Laws is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Blacktower Financial Management (US) LLC and PwC. Laws also serves as an independent financial advisor for Cameron James Ltd., a firm based in Cyprus. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management and financial planning with a focus on U.K. expatriates. The firm provides customized portfolios primarily managed on a discretionary basis and features a formal pension-transfer capability for U.K. nationals.

Charles Murray is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves both individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm combines institutional retirement expertise with private markets and digital-asset capabilities, offering tailored investment solutions across a broad range of asset classes.

Kirk Schlenke is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at LPL Financial, Equity Services, Inc., and National Financial Services Group. Schlenke is also licensed in real estate brokerage in Georgia. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, utilizing a combination of in-house management, sub-advisors, and third-party managers.

James Mack is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Capital Investment Advisors, LLC, having previously worked at Synovus Securities Inc. and CREATIVE Financial Group among others. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management using a structured, ETF-based portfolio approach, supported by in-house tax and estate planning specialists and specialized services including pension consulting and executive compensation analysis.

Laura Mitts is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Northwestern Mutual, among other firms. Prior to her advisory career, she spent five years in salon management. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad range of investment tools and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Katherine Battey is a financial advisor at Balentine with six years of industry experience. She holds the Series 66 designation and has worked previously at Rockefeller Financial LLC, Bank of America, Merrill, World 50, and The University of North Carolina at Chapel Hill. Outside of financial advising, she manages BWB Interiors LLC, an interior design and home furnishings business based in Atlanta. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office, and business advisory services. The firm employs a risk-based investment process and manages pooled investment vehicles, including private funds.

Todd Smallwood is a financial advisor with Procyon in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cardone Wealth Advisors, Cove Capital Group, Sugarloaf Wealth Management, and Lindner Capital Advisors, among others. Procyon offers investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, employing both discretionary and primarily non-discretionary strategies using mutual funds, ETFs, equities, and fixed income, and it distinguishes itself through its private fund advisory and pooled vehicle portfolio management capabilities.

Wonyul Sohn is a financial advisor with OpenArc Corporate Advisory, LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, employing both discretionary and non-discretionary models, and integrates institutional retirement solutions with private markets and digital asset capabilities.

Sabrina Gott Proano is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior roles at CoreCap Advisors, Ameritas Investment Corp., and Capital Choice Financial Services. Outside of her advisory work, she is involved with Be Charm'd, a home-based non-investment-related business. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm provides comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis with options for in-house and third-party management.

Michael Abbott is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Sable Wealth for 17 years. Outside the United States, Abbott is involved in the insurance business. Beacon Global Advisor Network serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management, financial planning, and a pension-advice service for U.K. expatriates, utilizing a mix of third-party managed models, mutual funds, ETFs, equities, and fixed income investments.

Curt Klein is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Capital Investment Advisors since 2010 and previously worked at Wela Strategies, Inc. and Wela Strategies, LLC. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing ETF-based model portfolios and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.

Jeffrey Fleuriot is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at JPMorgan Chase, Merrill, Bank of America, Truist, and Morgan Stanley. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a variety of layered investment solutions, including unified managed accounts and automated ETF portfolios.

Jonathan Galvis Londono is a CFA® charterholder affiliated with SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2018, following five years at Atlantix Global Systems. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Crystal Epstein is a financial advisor at IFG Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with IFG Advisory and LPL Financial since 2014. Outside of her advisory role, she contributes to journals in a non-investment capacity. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.

Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.

Charles Lowe is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Capital Investment Advisors, LLC since 2017 and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. He is also part owner and manager of an LLC that handles administrative and operational aspects of a long-term land lease. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management with specialized services including family-office style offerings, pension consulting, and executive compensation analysis, utilizing a centralized ETF-based portfolio approach tailored to client needs.

Miller Majors is a CFP® professional with six years of experience in the financial services industry. He is currently with Capital Investment Advisors, LLC and has held prior roles at Safe-Guard Products International, Regions Securities, Regions Bank, KPMG, and PwC. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based model portfolios, integrates financial planning with portfolio management, and offers specialized services including pension consulting, executive compensation analysis, and access to private investments.